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MIH

Meitav Investment House Portfolio holdings

AUM $14.9B
1-Year Est. Return 46.8%
This Fund
S&P 500
This Quarter Est. Return
+21.43%
1 Year Est. Return
+46.8%
3 Year Est. Return
+131.39%
5 Year Est. Return
+140.78%
10 Year Est. Return
–
AUM
$14.9B
AUM Growth
+$5.75B
Cap. Flow
+$4.37B
Cap. Flow %
29.37%
Top 10 Hldgs %
44.19%
Holding
347
New
115
Increased
94
Reduced
52
Closed
48

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.67B
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$396M
3
TSM icon
TSMC
TSM
+$342M
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$331M
5
MSFT icon
Microsoft
MSFT
+$289M

Top Sells

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$333M
2
TSEM icon
Tower Semiconductor
TSEM
+$308M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$248M
4
NVMI
Nova
NVMI
+$247M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$159M

Sector Composition

Rank Sector Weight
1 Technology 14.71%
2 Financials 4.67%
3 Communication Services 3.91%
4 Healthcare 3.65%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SOXQ icon
101
Invesco PHLX Semiconductor ETF
SOXQ
$2.91B
$15.5M 0.1%
137,840
+42,470
+45% +$3.85M
PSUS
102
Pershing Square USA
PSUS
$15.4M 0.1%
+410,915
New +$16.4M
IWM icon
103
iShares Russell 2000 ETF
IWM
$81.9B
$12.5M 0.08%
+41,446
New +$11.6M
PSX icon
104
Phillips 66
PSX
$81.4B
$11.4M 0.08%
+47,721
New +$8.21M
MSCI icon
105
MSCI
MSCI
$40.9B
$11.3M 0.08%
20,106
+800
+4% +$467K
QUAL icon
106
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$10.9M 0.07%
49,724
-3,792
-7% -$795K
VGT icon
107
Vanguard Information Technology ETF
VGT
$149B
$10.7M 0.07%
89,934
+38,110
+74% +$4.17M
MELI icon
108
Mercado Libre
MELI
$92.3B
$9.77M 0.07%
5,756
+1,251
+28% +$2.14M
OKTA icon
109
Okta
OKTA
$25.8B
$9.25M 0.06%
+67,770
New +$6.37M
AIRR icon
110
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$8.59M 0.06%
64,450
– –
EMXC icon
111
iShares MSCI Emerging Markets ex China ETF
EMXC
$24B
$8.35M 0.06%
81,608
+3,500
+4% +$330K
XLB icon
112
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$8.26M 0.06%
162,417
– –
URI icon
113
United Rentals
URI
$72.4B
$8.14M 0.05%
+7,194
New +$6.84M
VCSH icon
114
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$8.04M 0.05%
101,804
+8,888
+10% +$703K
SOXX icon
115
iShares Semiconductor ETF
SOXX
$45.9B
$8.01M 0.05%
+12,499
New +$6.35M
GOVT icon
116
iShares US Treasury Bond ETF
GOVT
$43.8B
$7.72M 0.05%
339,541
+179,595
+112% +$4.09M
SPYM
117
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$7.71M 0.05%
87,742
-177
-0.2% -$15.1K
C icon
118
Citigroup
C
$226B
$6.99M 0.05%
+49,977
New +$6.51M
AXP icon
119
American Express
AXP
$230B
$6.67M 0.04%
19,696
– –
SPSM icon
120
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$17.5B
$6.31M 0.04%
109,500
+49,500
+83% +$2.64M
MOD icon
121
Modine Manufacturing
MOD
$10.4B
$5.83M 0.04%
+21,838
New +$5.76M
ASML icon
122
ASML
ASML
$669B
$5.48M 0.04%
2,756
-822
-23% -$1.31M
VRSN icon
123
VeriSign
VRSN
$26.6B
$5.23M 0.04%
20,786
– –
XAR icon
124
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.5B
$5M 0.03%
17,635
-21,670
-55% -$5.86M
BAC icon
125
Bank of America
BAC
$442B
$4.94M 0.03%
86,721
+4,453
+5% +$237K
3 4
5
6 7

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GF
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BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
UM
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Impax Asset Management Group
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Meitav Investment House's Q2 2026 Portfolio in Review

As of Q2 2026, Meitav Investment House held 347 positions worth $14.9B, up 63% from $9.12B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Meitav Investment House deployed $4.37B of net new capital in Q2 2026, opening 115 new positions and adding to 94 existing holdings. Its largest new stake was Vanguard S&P 500 ETF: 2,501,606 shares worth $1.72B.

By sector, the portfolio is most concentrated in Technology at 15% of assets, down from 16% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was VanEck Semiconductor ETF, an estimated $159M trimmed.

  • Meitav Investment House's largest Q2 2026 buy was Vanguard S&P 500 ETF: 2,501,606 shares worth $1.72B.
  • Meitav Investment House added most to Invesco NASDAQ 100 ETF in Q2 2026, an estimated $267M increase.
  • Meitav Investment House's biggest Q2 2026 reduction was VanEck Semiconductor ETF, cutting an estimated $159M.
  • Meitav Investment House fully exited Elbit Systems in Q2 2026, selling an estimated $333M.
  • Meitav Investment House's ten largest holdings make up 44% of its $14.9B portfolio in Q2 2026.
  • Meitav Investment House opened 115 new positions and closed 48 in Q2 2026.
  • Meitav Investment House's portfolio value rose 63% quarter-over-quarter to $14.9B.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.